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How to connect PandaDoc MCP with ChatGPT

Connect ChatGPT to PandaDoc MCP. Create a proposal from sales template, send document to john@example.com for signature, and more using natural language, with authentication handled for you.

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PandaDoc MCP is PandaDoc's hosted MCP server for creating and managing electronic documents. Use it for secure, centralized document workflows and programmatic control.

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How to connect PandaDoc MCP with ChatGPT

ChatGPT can take action across your apps and files, stay with a project for hours, and turn a goal into finished materials like sheets, slides, and docs, not just answers.

In this guide, I will explain the easiest and most secure way to connect your PandaDoc account to ChatGPT via Composio Connect, so it can create documents, inspect document metadata, send documents for signature, and track document status through natural language commands without ever putting your account credentials at risk.

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Why use Composio over default connectors?

  • Apps with read and write access. Default connectors mostly can read your data. Composio's PandaDoc integration lets ChatGPT take actions like creating drafts, sending updates, labeling records, and more.
  • 1,500+ SaaS toolkits out of the box. Composio gives you instant access to a vast catalog of pre-built connectors, from Gmail and Slack to Notion, Linear, and Salesforce.
  • One MCP server for every app. Connect any of your applications on demand through a single endpoint, rather than juggling a separate server for each app.
  • Smart, context-aware tool loading. Unlike traditional MCP servers that dump every available tool into the LLM context window, Composio searches for and loads only the tools relevant to the task at hand.
  • Cross-app automation. Chain actions across multiple apps in a single run - fetch a thread, summarize it in Notion, and post highlights to Slack without leaving the conversation.

Prerequisites

Note: Composio connects through OAuth. You will be asked to sign in and approve specific permissions. Review the permission screen carefully if you are using a work account.

Step-by-step: Connect PandaDoc to ChatGPT

1. Install the Composio plugin

Click the button. ChatGPT opens the Composio plugin page. Click Install plugin.

Install in ChatGPT

Composio plugin page in ChatGPT with the Install plugin button

You can also find it inside ChatGPT: go to Settings, open Plugins, search the marketplace for Composio, and click Install plugin.

2. Authenticate

After you install, ChatGPT asks you to authenticate with Composio. Log in and click Allow access to authorize ChatGPT to use your Composio account.

Composio login and Allow access screen for ChatGPT

3. Start using Composio

That is it. Composio tools are now available in ChatGPT. Type @Composio followed by your request, for example @Composio find unread PandaDoc messages and summarize them, and it will run the actions you authorize. On first use it asks you to authorize PandaDoc.

Option 2: Add Composio as an MCP server

If you cannot use the plugin marketplace, add Composio as a custom MCP server instead.

1. Open the MCP settings

In ChatGPT, go to Settings and open the Plugins section. Inside the Plugins page, click the MCP tab.

ChatGPT settings showing the Plugins page with the MCP tab selected

2. Add the server

Click Add server. In the Name field enter Composio, for Type select Streamable HTTP, and in the URL field paste the Composio MCP server URL:

bash
https://connect.composio.dev/mcp
ChatGPT Add server dialog with the name Composio, type Streamable HTTP, and the Composio MCP URL

Then click Save. The Composio server now appears in your MCP plugins list.

ChatGPT Plugins page showing the Composio MCP server added to the list

3. Authenticate

Click Authenticate on the Composio entry, log in via Composio, and click Allow access. Composio tools are then available in ChatGPT the same way as with the plugin.

What you can do after connecting PandaDoc

  • Create a proposal from Sales template
  • Send document to john@example.com for signature
  • List all sent PandaDoc documents and status

Security + privacy notes (important)

  • Use least-privilege access: Only grant permissions you actually need.
  • Review OAuth permissions before approving: Make sure requested scopes match what you expect Composio and ChatGPT to do.
  • Keep write actions human-reviewed: For actions like sending messages, creating labels, or editing drafts, keep manual confirmation enabled.
  • Be careful with sensitive data: Avoid using this setup with highly sensitive information unless allowed by your personal, company, or client policies.
TOOLS

Supported Tools

Every PandaDoc MCP action and event your agent gets out of the box.

Documents archive

Archive a document by ID.

Documents audit trail get

Retrieve audit trail for a document.

Documents content get

Returns the textual content of a document in plaintext or markdown format.

Documents create

# Create document Create a new PandaDoc document.

Documents details get

Retrieve a document's full structure by document_id: name, status, dates, version, reference number, creator, template, recipients, fields, variables, tokens, tags, pricing/grand total, and linked objects.

Documents fields assign

Assign, reassign, or unassign document fields to recipients.

Documents list

Paginated document listing with structured filters: status, folder, tag, free-text search, sorting, and created/completed date ranges.

Documents metadata batch get

Returns metadata for a list of 1-40 documents in a single request — the batch variant of `documents_metadata_get`.

Documents metadata get

Returns the metadata fields populated for the document.

Documents search

Full-text search with status/date filters.

Documents send

Send a document to its recipients.

Documents status change

Manually change a document's status.

Documents status get

Retrieve the overall document status (e.

Documents summary get

Returns a summary for the specified document.

Documents update

Update a document.

Recipients add cc

Add a CC (non-signing) recipient to a document.

Recipients delete

Remove a recipient from a document.

Recipients edit

Update one recipient's details (email, name, phone, company, address, redirect) in place.

Recipients reassign

Replace a signer with another contact.

Templates create

Create a new template from a PDF URL.

Templates details get

Inspect a template's schema — roles, fields, variables, pricing tables, content placeholders, tags, metadata — usually to prepare a `documents_create` call (e.

Templates list

Discover, browse, or pick a template by name, tag, or folder (e.

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FAQ

Frequently asked questions

With a standalone PandaDoc MCP server, the agents and LLMs can only access a fixed set of PandaDoc tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from PandaDoc and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. ChatGPT fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right PandaDoc tools.

Yes, absolutely. You can configure which PandaDoc scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your PandaDoc data and credentials are handled as safely as possible.

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